Cari Beth Schnipper
Investment adviser representative at RBC Capital Markets, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$310.4BFirm assets
Are you Cari Beth Schnipper? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- City National BankMar 2022 to now
- RBC Capital Markets, LLCJan 2022 to now
- Fieldpoint Private Securities, LLCSep 2018 to Jan 2022
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2018
- Morgan Stanley Smith BarneyJun 2009 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1697209
- Firm CRD
- 31194